$Intel (INTC.US)$I read earlier that Intel had booked all of ASML production capacity for their EUV systems. However, the recent earnings and forward guidance from ASML and do not reflect this. Has Intel pulled back on the investment?
$ASML Holding (ASML.US)$continued slump signaled divergence among chipmakers, with those with the biggest exposure to artificial intelligence led by$NVIDIA (NVDA.US)$showing greater resilience. As expected, that's also spilling over to the options market. ASML's American depositary receipts (ADRs) tumbled Wednesday, taking its two-day loss to almost 21%, after the Dutch company reported a day earlier that its net bookings shr...
$S&P 500 Index (.SPX.US)$and rest of market started scaling downwards and rebounded shortly after. Looks bearish today likely due to sentiments are mixed with global news seemly choppy as well. Todays start looks green. hopefully it holds for$NVIDIA (NVDA.US)$leasing the pack today. $Alphabet-C (GOOG.US)$PUTsin the bag. Added positions in$Microsoft (MSFT.US)$, good buy when its underpriced. Opportunity to add premium. YTD growth 63% Oct Return above 3%.
The reason is because everyone is expecting that $Taiwan Semiconductor (TSM.US)$ for sure ...
ASML's American depositary receipts (ADRs) tumbled Wednesday, taking its two-day loss to almost 21%, after the Dutch company reported a day earlier that its net bookings shr...
Todays start looks green. hopefully it holds for $NVIDIA (NVDA.US)$ leasing the pack today.
$Alphabet-C (GOOG.US)$PUTs in the bag.
Added positions in $Microsoft (MSFT.US)$, good buy when its underpriced. Opportunity to add premium.
YTD growth 63%
Oct Return above 3%.
$Alphabet-C (GOOG.US)$
$Alphabet-A (GOOGL.US)$
$Visa (V.US)$
$UnitedHealth (UNH.US)$
$Bank of America (BAC.US)$
$Cisco (CSCO.US)$
$Wells Fargo & Co (WFC.US)$
$Morgan Stanley (MS.US)$
$Caterpillar (CAT.US)$
$Disney (DIS.US)$
$Goldman Sachs (GS.US)$
$Union Pacific (UNP.US)$
$Booking Holdings (BKNG.US)$
$Charles Schwab (SCHW.US)$
$Arista Networks (ANET.US)$
$Citigroup (C.US)$
$Blackstone (BX.US)$
$Micron Technology (MU.US)$
$United Parcel Service (UPS.US)$
$Prologis (PLD.US)$...
No comment yet